Pinnacle Summer Investments’s Prudential Financial PRU Stock Holding History

Pinnacle Summer Investments’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$55K	Buy	664 +126	+23%	+$10.4K	0.01%	334
2015 Q3	$42K	Sell	538 -39	-7%	-$3.27K	0.01%	513
2015 Q2	$50K	Buy	577 +217	+60%	+$18.4K	0.01%	318
2015 Q1	$29K	Sell	360 -100	-22%	-$8.1K	﹤0.01%	602
2014 Q4	$34K	Sell	460 -85	-16%	-$7.3K	﹤0.01%	581
2014 Q3	$49K	Hold	545	–	–	0.01%	536
2014 Q2	$49K	Buy	545 +135	+33%	+$11.3K	0.01%	511
2014 Q1	$33K	Hold	410	–	–	﹤0.01%	523
2013 Q4	$38K	Buy	410 +44	+12%	+$3.76K	0.01%	501
2013 Q3	$29K	Hold	366	–	–	0.01%	502
2013 Q2	$27K	Buy	+366	New	+$23.7K	0.01%	456

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Pinnacle Summer Investments's PRU Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Prudential Financial (PRU) stake by 23% in Q4 2015, buying an estimated $10.4K and bringing the position to 664 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #334.

Pinnacle Summer Investments first reported a position in PRU in Q2 2013 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold PRU as of Q4 2015.

Pinnacle Summer Investments held 664 shares of Prudential Financial worth $55K as of Q4 2015.
Pinnacle Summer Investments bought 126 Prudential Financial shares in Q4 2015, an estimated $10.4K.
Prudential Financial made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #334 holding.
Pinnacle Summer Investments first reported a position in Prudential Financial in Q2 2013 and has held it in 11 quarters since.
792 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.